How to install the Providers App

The Providers App is a public NIZU App. It is installed from inside your workspace by an administrator; no files have to be uploaded and no server access is needed.

Before you start

• You must be logged in as a workspace administrator.
• The Expenses module must be in use (it always is in NIZU; the App reads its data).

Installation steps

1. Open Settings from the left menu.
2. Click Apps.
3. In the search box, type Providers.
4. On the Providers card, click Install. NIZU creates the providers table in your workspace database and adds a few example suppliers so the screens are not empty.
5. Click Activate. The App is now live.

What changes once it is active

• A Providers entry with a buildings icon appears in the left menu for administrators.
• The Expenses form gains a Provider select, so every new or edited expense can be linked to a supplier.
• The Expenses list gains a Provider column, also included in the print and Excel exports.
• The AI receipt scan in Expenses can now suggest or create a provider from the document it reads.

Who can use it

The Providers menu entry is shown to administrators. The screens themselves open for any staff user who can access Expenses (for example from the Provider column in the Expenses list or a shared link). Client users never see it. There is no separate permission to set up: if a team member can open Expenses, they can open Providers.

Updating

Updates ship with the platform version. When your workspace is updated, the App is updated with it; nothing has to be reinstalled.

Deactivating or uninstalling

From Settings → Apps you can deactivate the App at any time. The Provider select disappears from the Expenses form and the menu entry is removed. The provider records and the provider link on each expense are kept, so reactivating brings everything back exactly as it was.